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UTI-Retirement Fund - Direct
13.21
16.60
14.40
-0.95
1.89
-0.41
5.71
10.92
  • NAV

    51.56

    as on 20 Dec 2024

  • ₹-0.35 (-0.67%)

    Last Change

  • 13.21%

    3Y CAGR returns

  • ₹ 500

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 1.03%

    Expense Ratio
  • Rating

  • 4,646 Cr

    Fund Size

  • 11 Years

    Fund Age
SIP One-Time

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 20 Dec 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 16.60%
  • 13.21%
  • 14.40%
  • 10.92
By Holding By Sector By Asset
13.57%
7.11%
6.71%
5.61%
4.75%
62.25%
View all Holdings
  • 3.49Alpha
  • 1.62SD
  • 0.43Beta
  • 1.02Sharpe
  • Exit Load
  • (A) Less than One year - 1% (B) Greater than or equal to One year - Nil
The investment objective of the scheme is primarily to generate a corpus to provide for pension in the form of periodical income / cash flow to the unit holders to the extent of redemption value of their holding after the age of 58 years by investing in a mix of securities comprising of debt & money market instruments and equity & equity related instruments. However, there is no assurance or guarantee that the investment objective of the Scheme would be achieved

Sunil Patil

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High
  • Fund Name
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UTI Mutual Fund

  • AUM :
  • 342,690Cr
  • Address :
  • UTI Towers, Gn Block,Bandra Kurla Complex,Bandra (East), Mumbai 400 051
  • Contact :
  • +91022 66786666
  • Email ID :
  • service@uti.co.in
  • Fund Name
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

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FAQs

You can invest in UTI-Retirement Fund - Direct in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for UTI-Retirement Fund - Direct in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

UTI-Retirement Fund - Direct has delivered 11.03% since inception

The NAV of UTI-Retirement Fund - Direct is ₹50.1539 as of 20 Dec 2024

The expense ratio of UTI-Retirement Fund - Direct is % as of 20 Dec 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of UTI-Retirement Fund - Direct 4408.82 CR as of 20 Dec 2024

The minimum SIP amount of UTI-Retirement Fund - Direct is 500

The top stock holdings of UTI-Retirement Fund - Direct are

  1. GSEC2037 - 13.57%
  2. Gsec2039 - 7.11%
  3. GSEC2034 - 6.71%
  4. GSEC2036 - 5.61%
  5. GSEC2030 - 4.75%

The top sectors UTI-Retirement Fund - Direct has invested in are

  1. Debt - 57.72%
  2. Banks - 10.09%
  3. Cash & Others - 4.01%
  4. IT-Software - 3.13%
  5. Automobiles - 2.64%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select UTI-Retirement Fund - Direct in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of UTI-Retirement Fund - Direct based on your investment objective and risk tolerance

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